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  1. Files - Add New Sales Invoice

    38 votes

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    submitted  ·  16 comments  ·  For small businesses » Business features  ·  Admin →
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    Simon Marshall commented  · 

    The new invoicing page no longer allows you to attach/upload a file without filling out a contacts details first.

    We manually take images and upload them with the Xero App of our handwritten "in the scheme sales forms" which have all the HMRC required details filled out by the customer at the time of purchase.

    Previously I could create a new invoice, immediately attach the image of the form from Xero's Files library and then fill out all the details regarding the customer, and sales information from the image.

    Now you must put the customers details in first which I dont have unless until I view the form. please can the restriction be lifted.

    Simon Marshall supported this idea  · 

  2. New Invoicing | Files - Drag & drop anywhere on the page

    443 votes

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    105 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.

    Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.

    This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.

    Simon Marshall supported this idea  ·